ESLG vs. FITZ

Last updated Jul 12, 2026

ESLG (Eventide Large Cap Growth ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.62 correlation means they provide meaningful diversification when combined. ESLG charges 0.39%/yr vs 0.75%/yr for FITZ.

Performance

ESLG vs. FITZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide Large Cap Growth ETF (ESLG) and Fitz-Gerald Must Have Portfolio ETF (FITZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ESLG

• 1D: 0.30%
• 1M: 4.56%
• 6M: 13.17%
• YTD: 15.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FITZ

• 1D: -0.33%
• 1M: 1.53%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESLG vs. FITZ - Yearly Performance Comparison

	2026 (YTD)
ESLG Eventide Large Cap Growth ETF	5.31%
FITZ Fitz-Gerald Must Have Portfolio ETF	-2.08%

Correlation

The correlation between ESLG and FITZ is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.62

Return for Risk

ESLG vs. FITZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Large Cap Growth ETF (ESLG) and Fitz-Gerald Must Have Portfolio ETF (FITZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

ESLG vs. FITZ - Drawdown Comparison

The maximum ESLG drawdown since its inception was -12.36%, which is greater than FITZ's maximum drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for ESLG and FITZ.

Drawdown Indicators

	ESLG	FITZ	Difference
Max Drawdown Largest peak-to-trough decline	-12.36%	-7.37%	-4.99%
Current Drawdown Current decline from peak	-0.19%	-3.47%	+3.28%
Average Drawdown Average peak-to-trough decline	-3.21%	-3.97%	+0.76%

Volatility

Volatility by Period

	ESLG	FITZ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.73%	16.22%	+0.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.73%	16.22%	+0.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.73%	16.22%	+0.51%

ESLG vs. FITZ - Expense Ratio Comparison

ESLG has a 0.39% expense ratio, which is lower than FITZ's 0.75% expense ratio.

Dividends

ESLG vs. FITZ - Dividend Comparison

ESLG's dividend yield for the trailing twelve months is around 0.27%, while FITZ has not paid dividends to shareholders.

Position	TTM	2025
ESLG Eventide Large Cap Growth ETF	0.27%	0.04%
FITZ Fitz-Gerald Must Have Portfolio ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both ESLG and FITZ in my portfolio?

ESLG and FITZ have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESLG or FITZ?

On fees, ESLG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESLG or FITZ?

ESLG is cheaper with a 0.39% expense ratio, compared with 0.75% for FITZ.

Which ETF pays a higher dividend yield, ESLG or FITZ?

ESLG has the higher dividend yield at 0.27%, compared with 0.00% for FITZ.

What is the main difference between ESLG and FITZ?

They also come from different issuers: Eventide and Nicholas. Their fees differ too: 0.39% for ESLG and 0.75% for FITZ.